A Brilliant Stewardship Plan for Your Legacy Society Donors From Across the Pond

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Greg Warner is CEO and Founder of MarketSmart, a revolutionary marketing software and services firm that helps nonprofits raise more for less. In 2012 Greg coined the phrase “Engagement Fundraising” to encapsulate his breakthrough fundraising formula for achieving extraordinary results. Using their own innovative strategies and technologies, MarketSmart helps fundraisers around the world zero in on the donors most ready to support their organizations and institutions with major and legacy gifts.

PlanThere’s brilliance across the pond!  Recently on my LinkedIn Group (Smart Planned Giving Marketers), Sharon Wangman outlined a plan for stewarding Legacy Society members.

Sharon said, “If your donors have included you in the Will you should visit; if you have bequest prospects you should visit. A person can easily take you out of the Will as quickly as they put you in. You need to have a ‘bequest communication plan’ in place.”
Here’s her plan:

  • 3 complimentary bequest functions a year
  • 2 bequest newsletters
  • birthday card, Christmas Card,
  • phone calls
  • visits

She also recommends using an Excel spreadsheet to list all the months of the year and all the activities you will do such as:
January – call each bequestor to wish a Happy New Year
February – post invite for March function
March – host function
April – post newsletter
Great job Sharon!  Thanks for sharing.

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